Find the best financial planners in Georgia who can help you create a portfolio of investments including stocks, life insurance, annuities and more. Hire planners to secure your future, or get help managing an out-of-date portfolio that needs updating. Whether you're looking to start investing or need help with long-term investments you already have, a financial planner is the best place to start.

If your business needs to find sound financial planning advice, seek the help of a good business-oriented adviser. Create the right mix of retirement plans, group insurance or executive investments to meet the needs of your employee base. Let financial planners in GA help guide you through the financial investing process to help secure the future of your company and your employees.

1. Find an adviser with credentials that include state licensing, investment success and happy clients.

2. Look for financial planning. GA planners offer many options to help you get started.

3. Use specialty advisers for specific investment situations when you know what you want before you walk in the door.

Action Steps
The best contacts and resources to help you get it done

Find one of the financial planners Georgia offers to provide you with many options

Look for a financial planner who provides a wide range of options when it comes to investing. If you are starting from scratch, you'll be better off finding a planner who offers many options.

I recommend: Lightship Mutual is an ideal financial resource whether you want a financial check-up, advice or need help establishing a portfolio. From retirement to estate planning, Livingston Financial Planners in Atlanta, GA has options for all individuals.

Find certified financial planners in Georgia who will be there for you in the future

When you're investing in your future, you want to work with someone you know will be there for you whether it's in 5 years or 50 years. Find financial planners who are eager to keep you as clients by working with you and keeping you well informed of all changes in your portfolio.

I recommend: If you're looking for a well-qualified financial planner in Atlanta, Georgia, Ciovacco Capital Management is a great place to look. Principia Investment Advisers also offers a wide range of financial planning through accredited planners.

Work with financial planners in Georgia who specialize in the special investment package you need

If you've already got a good handle on your investment portfolio and financial future, but you are interested in expanding within a certain area, find a planner who specializes in that area of investments.

I recommend: Raymond James is a certified financial planner in GA who offers a large selection of planning for the individual, but who also specializes in small business investment planning. Bernard Williams Insurance will help clients with retirement, health, life insurance and estate planning.

Tips & Tactics

Helpful advice for making the most of this Guide

• •  If you're a small or medium sized business, you should find a qualified financial planner Georgia affiliations recognize through certification. Certified financial planner programs in Georgia help individuals find planners who specialize in assisting companies to grow financially; these program should top your list when deciding who to contact. Look to companies with good track records with small businesses, and choose a planner based on references and credentials.